12 institutions reported holding $17.2M of SCHWAB GOVERNMENT MONEY (SNVXX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Redwood Wealth Management Group, LLC ($15.6M), Keystone Financial Group ($557,430), Fairfield Financial Advisors, LTD ($448,383), Coston, McIsaac & Partners ($408,000), CCM INVESTMENT ADVISERS LLC ($130,769). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLC | $15.6M | 15.6M | Added |
| 2 | Keystone Financial Group | $557,430 | 557,430 | New |
| 3 | Fairfield Financial Advisors, LTD | $448,383 | 448,383 | Added |
| 4 | Coston, McIsaac & Partners | $408,000 | 408,919 | Added |
| 5 | CCM INVESTMENT ADVISERS LLC | $130,769 | 130,769 | Trimmed |
| 6 | Financial Gravity Asset Management, Inc. | $20,000 | 20,000 | New |
| 7 | Westside Investment Management, Inc. | $2,814 | 2,814 | Trimmed |
| 8 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 9 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
| 10 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 11 | Game Plan Financial Advisors, LLC | $0 | 0 | Exited |
| 12 | Fortune Financial Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31